In this article:

• Where is it?
• How MeetMax references Salesforce data
• Importing Contacts from Salesforce
• What happens after import

Where is it?

Once you’ve connected the integration, you’ll see a new Salesforce Import option in the Invitees tab:

(Back to top)

How MeetMax references Salesforce data

For this process, MeetMax accesses only the Contact records that you’ve associated with a particular Campaign in Salesforce. We also reference the associated Account records.

• We import names, phone and cell numbers, and email addresses from Contact records.
• We import business addresses from the associated Account records.

If you have other Contacts in Salesforce that you want to invite to this event, associate them with the Campaign so MeetMax can recognize them.

(Back to top)

Importing Contacts from Salesforce

Start this process once you’ve finished associating Contacts with your Salesforce Campaign.

Step 1. In MeetMax, head to the Invitees tab. Choose Salesforce Import:

Step 2. Click the Import from Salesforce button:

You’ll be prompted to confirm the import.

Step 3. When the import is finished, head back to the Invitees tab. Choose Invitee List. Here’s where you’ll see the imported Contacts:

Step 4. If you add more Contacts to this Campaign in Salesforce, you can always return to the Salesforce Import page, as shown in Steps 1 and 2.

The button has changed to a Re-Import from Salesforce button:

Each re-import will overwrite any existing records you’ve already imported. If you’ve made changes to those records in Salesforce, the changes will appear in MeetMax after the re-import.

(Back to top)

What happens after import

Once your Contacts are in MeetMax, they’ll be known as Invitees. You’ll then send everyone an invitation to register for your event.

Learn more about sending invitations from MeetMax here.

The invitation contains a unique registration link. Once an Invitee clicks that and completes registration, they’re known as Attendees in MeetMax.

Learn more about the Invitee’s registration process here.

Once they’re registered, you’ll find your Contacts in the Attendee List:

Learn more about working with the Attendee List here.

What’s Next?

Now that you’ve imported some Invitees, you can:

• Import Companies, Company Contacts, and Company Reps
• Re-send invitations to Invitees who haven’t responded